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Showing 1977 of 1977

Don't update close date when closing a reopened case

If I have to reopen a case to view progress notes or print documentation for an audit, when I reclose the case it updates the close date. Allow me to keep the original close date when reclosing the case.

Guest about 3 years ago in Notes & Cases 4 Future consideration

13 VOTE

Restrict service type for new clients scheduling from the portal

Allow me to restrict which service types new clients can schedule from the client portal, so they can only schedule consults or intake appointments.

Guest almost 6 years ago in Appointments & Scheduling 2 Future consideration

14 VOTE

Report on client and case forms

Allow me to report on client or case forms that show when the form was completed and if there's a signature attached.

Guest over 6 years ago in Reporting 6 Future consideration

10 VOTE

Add addendum to contact log

Allow me to add an addendum to a contact log in case I forget to include information after signing it.

Guest over 4 years ago in Clients & Groups 1 Future consideration

4 VOTE

Contract with other treatment planners

Allow me to use a different treatment planner in TheraNest besides Wiley.

Guest almost 2 years ago in Notes & Cases 1 Future consideration

14 VOTE

Allow archived client's to access client portal

Allow archived clients to access the client portal so they can continue to make payments or request new appointments if needed.

Guest over 6 years ago in Client Account Management 5 Future consideration

5 VOTE

Create non-billable service types

Allow me to create non-billable service types that I can add to client appointments but are not added to the invoice when created.

Guest over 2 years ago in Practice Management & Administration 2 Future consideration

3 VOTE

Set billing provider per payer

Allow the billing provider for claims box 33 to be set per payer not just on the client level.

Guest over 3 years ago in Billing & Payments 1 Future consideration

5 VOTE

Add payer to detailed client report

Add the client's payers to the Detailed Client report so I can break our clients down by insurance categories. The Export report has information that I don't need and I want to run the report within TheraNest.

Guest over 2 years ago in Reporting 3 Future consideration

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